Archive

Can you put a value on putting a man in space? Apparently, it's worth somewhere between $36 billion right now to upwards of $120 billion in the future. We were tuned in on Saturday – likely as many of you were as well – to watch the historic rocket launch.  After an initial delay on […]

• BA
• CSGP

You've been able to see your doctor remotely over the past three months for a big reason... and it's not the one you think. The wave of adoption of telehealth in the midst of the coronavirus pandemic has been eye-opening. Health care professionals across the U.S. and rest of the globe are using solutions to […]

• PEP
• YUM
• YUMC

President Donald Trump isn't the only person who's able to get in a tweet battle... Nassim Taleb is best known for: Coining the phrase "Black Swan," Writing a book about the phenomenon and how humans struggle to model low-probability events, Being one of the few traders to come out of Black Monday in 1987 as […]

• WY

The market is about to be in for a rude awakening on second-quarter earnings... Earnings season is just about in the bag, with more than 90% of the S&P 500 Index providing first-quarter 2020 as-reported earnings. Earnings per share ("EPS") for the index looks like it's going to come in at $12.56, down from $35.53 […]

• GLW
• LEVI
• OLED

Venture capital ('VC') is following the footsteps of the 'Your Home, Your Castle' movement... Market-research firm CB Insights just released its State of Consumer Products Q1 2020 report, which shows VC investment trends for the quarter. Unsurprisingly, VC dollars are heading towards areas like fitness technology, gaming, and esports – things people can do at […]

• PAYX

Last Monday, we warned readers to prepare for the market to roll back over at some point before a significant move higher... But a week later, that clearly hasn't panned out. Since May 18, the market has made new two-month highs and continues to be pushing for a move higher. So were we wrong? When […]

• AME
• B
• BKNG
• DHR
• WHR

Joel's note: Both the market and Altimetry are closed on Monday for Memorial Day, so look for the next Altimetry Daily Authority on Tuesday, May 26. I hope everyone has a safe and enjoyable weekend. 'To be a great stock picker, you have to be a solid credit analyst'...  People often ask when we at […]

• PKI

In the midst of the 'Corona Crash,' let's not forget the 'Flash Crash'... March was a historic month for the markets as stocks collapsed in the wake of the escalating coronavirus pandemic. It's appropriate timing for the release of a new book on nearly the 10-year mark of another event that shook the markets... the […]

• HRL
• ZVO

We let out a collective groan last week when the news broke about ride-sharing company Uber (UBER)... The company keeps expecting to work miracles in markets that are too competitive for it to successfully monetize. And regular Altimetry Daily Authority readers shouldn't be surprised by our reaction when reports surfaced that Uber is trying to […]

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• HES
• UBER
• V

This Little-Known Chipmaker Is on the Verge of a Breakout Thanks to Its 'Qualcomm Leap' The coronavirus pandemic has even hit safe, dividend-paying stocks... Since the coronavirus shutdown, 85 companies have suspended or canceled their dividends – the highest rate since 2001. And many of these have been blue-chip names that income investors trust.  Because […]

• AAPL
• INTC
• NVDA
• OLED
• QCOM